Institutional Ownership Appfolio Inc (APPF)
This table provides information about the institutional ownership of Appfolio Inc (APPF). We have compiled data on the 409 institutions that hold shares in the stock, with a total of 18.8 Million shares, which have been reported (via 13F filing form) to have a value of $4.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
126
shares
|
$25,979
0.0% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
108
shares
|
$22,268
0.0% of portfolio
|
Q1 2025
Added 191.89%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
106
shares
|
$21,856
0.0% of portfolio
|
Q1 2025
Added 6.0%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
96
shares
|
$19,794
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Peak6 LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
95
shares
|
$19,588
0.0% of portfolio
|
Q1 2025
Reduced 59.75%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
90
shares
|
$18,557
0.0% of portfolio
|
Q1 2025
Reduced 21.05%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
78
shares
|
$16,082
0.0% of portfolio
|
Q1 2025
Reduced 64.86%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
May 13, 2025 Q1 2025 |
78
shares
|
$16,082
0.0% of portfolio
|
Q1 2025
Reduced 99.96%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
76
shares
|
$15,670
0.0% of portfolio
|
Q1 2025
Reduced 79.23%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
75
shares
|
$15,464
0.0% of portfolio
|
Q3 2022
Added 188.46%
|
|
|
Clear Street Markets LLC
|
May 13, 2025 Q1 2025 |
73
shares
|
$15,051
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
60
shares
|
$12,371
0.0% of portfolio
|
Q2 2024
Added 7.14%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
56
shares
|
$11,546
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
56
shares
|
$11,546
0.0% of portfolio
|
Q1 2025
Added 86.67%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
51
shares
|
$10,515
0.0% of portfolio
|
Q1 2025
Added 155.0%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
50
shares
|
$10,309
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
48
shares
|
$9,897
0.0% of portfolio
|
Q1 2025
Added 17.07%
|
|
|
Rise Advisors, LLC
|
May 15, 2025 Q1 2025 |
48
shares
|
$9,897
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
48
shares
|
$9,897
0.0% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
44
shares
|
$9,072
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
42
shares
|
$8,659
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
42
shares
|
$8,659
0.01% of portfolio
|
Q1 2025
Added 250.0%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
41
shares
|
$8,453
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
40
shares
|
$8,247
0.0% of portfolio
|
Q3 2024
Added 14.29%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
36
shares
|
$7,422
0.0% of portfolio
|
Q3 2023
New holding
|